416.467.9100 | Dundas Data Visualization | Login
Welcome Guest
This is the support page for the legacy Dundas Dashboard application. For assistance with the current Dundas BI application please click here.
Dashboard v5.0

This site makes extensive use of JavaScript.

Please enable JavaScript in your web browser and reload the page before proceeding.

Using the KPI Setup Wizard

Hide navigation
RSS
Modified on Thu, 19 Sep 2013 01:27 PM Categorized as KPIs, OLAP, Wizard
Click to return to: Documentation | Defining KPIs


Overview

The KPI Setup Wizard helps you to perform the initial configuration of your KPI. Using this wizard, you first select an existing virtual table or virtual cube to base the KPI upon. In the case of a virtual table, you assign columns of the virtual table to be the measure values and dimensions of your KPI. In the case of a virtual cube, you choose measures and dimensions from the cube for your KPI.

The KPI Setup Wizard appears automatically when you create a new KPI from the Design Explorer or the Home Screen. If you cancel the wizard without completing it the first time, you can launch it again by clicking the KPI Setup button in the toolbar.

Using a virtual table as a base

To set up a KPI using a virtual table as a base, perform the following steps.

Step 1 - Select a virtual table

In the first step of the KPI Setup Wizard:

  1. Select an existing virtual table in the grid to serve as a base for your KPI.
  2. Click Next to go to the next step.

Selecting an existing virtual table as a base.

Selecting an existing virtual table as a base.


Step 2 - Choose measure values

Although a KPI has only one measure, you can define the measure as having multiple measure values. In this case, all of the measure values must use the same unit of measurement. As an example, you can define a multi-valued measure for a KPI that keeps track of high, low, opening, and closing stock prices.

To choose the measure values for your KPI:

  1. In the second step of the wizard, assign one or more virtual table columns as measure values by selecting the corresponding check boxes in the Select column of the upper grid. Each virtual table column that you select will automatically appear in the lower grid.
  2. Select the <Count> column if you want to add a count measure to your KPI. This option can save you from having to go back and define a counter column in the base virtual table.
  3. A default aggregation function (&ie; SUM) will be automatically chosen for each of the measure values. You can choose a new function by clicking the dropdown list in the Aggregator grid column. The list of available aggregation functions varies depending on the capabilities of your data provider but may include the following:
    • AVG
    • MAX
    • MIN
    • SUM
    • STDEV
    • STDEVP
    • VAR
    • VARP
    • MEDIAN
  4. If you selected more than one measure value in the upper grid, choose one of them to be the default measure value in the lower grid by selecting the corresponding option in the Default column. If you selected just one measure value, it will be automatically assigned as the default measure value in the lower grid.
  5. Click Next to go to the next step.

Choosing measure values.

Choosing measure values.


Tip: Click the checkbox in the header of the Select grid column if you want to pick all measure values at once.

Note: Only Numeric Data Types will appear in this screen.


Step 3 - Add contextual metrics

To add contextual metrics to your KPI:

  1. In the optional third step of the wizard, assign one or more virtual table columns as contextual metric values by selecting the corresponding check boxes in the Select column of the upper grid. Each virtual table column that you select will automatically appear in the lower grid. A contextual metric must be of the same data type and use the same unit of measurement as your measure value(s).
  2. Select the <Count> column if you want to add a count metric to your KPI. This option can save you from having to go back and define a counter column in the base virtual table.
  3. A default aggregation function (&ie; SUM) will be automatically chosen for each of your contextual metrics. You can choose a new function by clicking the dropdown list in the Aggregator grid column.
  4. If you selected more than one contextual metric in the upper grid, choose one of them to be the default contextual metric in the lower grid by selecting the corresponding option in the Default column. If you selected just one contextual metric, it will be automatically assigned as the default contextual metric in the lower grid.
  5. Click Next to go to the next step.

Adding contextual metrics.

Adding contextual metrics.


Step 4 - Choose the dimensions

To choose dimensions for your KPI:

  1. In the fourth step of the wizard, choose the dimensions for your KPI based on the columns from your virtual table that have not already been selected as measure or contextual metric values. These virtual table columns appear as rows in the upper grid and you can choose them as your dimensions by selecting the corresponding check boxes in the Select grid column. Each of the virtual table columns that you select will automatically appear in the lower grid.
  2. In the lower grid, choose one of your dimensions to appear on a visualization axis by selecting the corresponding check box in the Axis grid column. This defines an axis dimension.
  3. If you want to assign a KPI dimension to be a series splitter, select both the option in the Axis grid column and the option in the Splitter grid column. This is useful for creating more complex visualizations, such as a stacked bar chart. See Using a series splitter.

Choosing dimensions.

Choosing dimensions.


Tip: Click the checkbox in the header of the Select grid column if you want to pick all dimensions at once.

Using a virtual cube as a base (OLAP)

To set up a KPI using a virtual cube as a base, perform the following steps.

Step 1 - Select a virtual cube

In the first step of the KPI Setup Wizard:

  1. Select an existing virtual cube in the grid to serve as a base for your KPI.
  2. Click Next to go to the next step.

Selecting an existing virtual cube as a base (OLAP).

Selecting an existing virtual cube as a base (OLAP).


Step 2 - Choose measure values

Although a KPI has only one measure, you can define the measure as having multiple measure values. In this case, all of the measure values must use the same unit of measurement.

To choose the measure values for your KPI:

  1. In the second step of the wizard, assign one or more cube measures as your KPI measure values by selecting the corresponding check boxes in the Select column of the upper grid. Each cube measure that you select will automatically appear in the lower grid.
  2. If you selected more than one measure value in the upper grid, choose one of them to be the default measure value in the lower grid by selecting the corresponding option in the Default Value column. If you selected just one measure value, it will be automatically assigned as the default.
  3. Click Next to go to the next step.

Choosing measure values (OLAP).

Choosing measure values (OLAP).


Tip: Click the checkbox in the header of the Select grid column if you want to pick all measure values at once.

Tip: If your virtual cube has a lot of measures, use the Search measures box to filter the list of available measures.

Step 3 - Add contextual metrics

To add contextual metrics to your KPI:

  1. In the optional third step of the wizard, assign one or more cube measures as contextual metric values by selecting the corresponding check boxes in the Select column of the upper grid. Each cube measure that you select will automatically appear in the lower grid. A contextual metric must be of the same data type and use the same unit of measurement as your measure value(s).
  2. If you selected more than one contextual metric in the upper grid, choose one of them to be the default contextual metric in the lower grid by selecting the corresponding option in the Default Value column. If you selected just one contextual metric, it will be automatically assigned as the default contextual metric in the lower grid.
  3. Click Next to go to the next step.

Step 4 - Choose the dimensions

To choose dimensions for your KPI:

  1. In the fourth step of the wizard, choose the dimensions for your KPI based on the dimensions from your virtual cube. These cube dimensions appear as rows in the upper grid and you can choose them as your KPI dimensions by selecting the corresponding check boxes in the Select grid column. Each of the cube dimensions that you select will automatically appear in the lower grid.
  2. In the lower grid, choose one of your KPI dimensions to appear on a visualization axis by selecting the corresponding check box in the Axis grid column. This defines an axis dimension.
  3. If you want to assign a KPI dimension to be a series splitter, select both the option in the Axis grid column and the option in the Splitter grid column. This is useful for creating more complex visualizations, such as a stacked bar chart. See Using a series splitter.

Choosing dimensions (OLAP).

Choosing dimensions (OLAP).


Tip: Click the checkbox in the header of the Select grid column if you want to pick all dimensions at once.

Tip: If your virtual cube has a lot of dimensions, use the Search dimensions box to filter the list of available dimensions.

Completing the wizard

To complete your work with the KPI Setup Wizard, click Finish. The wizard closes and the KPI Designer is displayed in the content area of the application. Use the KPI Designer to complete the configuration of your KPI.

Examples

Using a series splitter

In Step 4 of the KPI Setup Wizard, you have the option of assigning a virtual table column (&ie; a dimension) as a series splitter. This lets you effectively split or group your KPI data into multiple series based on that column, which allows you to display more complex visualizations on your dashboard, such as a stacked bar chart.

In the figure below, a dashboard shows a KPI with data that is split into multiple series based on Product ID. Three products are represented in the actual data, which is why the chart displays three sets of data.

A stacked bar chart showing a KPI with a series splitter.

A stacked bar chart showing a KPI with a series splitter.


To create this dashboard:

  1. Use the KPI Setup Wizard to set up a KPI with the following attributes:
    • Measure: Number of Downloads
    • Dimension: Download Date
      • Appears on visualization axis: Yes
    • Dimension: Product ID
      • Appears on visualization axis: Yes
      • Series splitter: Yes
    • Preferred visualization: Stacked Bar Chart
      Choosing a series splitter.
  2. Create a dashboard and drag the KPI onto the Canvas. The KPI appears as a stacked bar chart.
  3. Preview the completed dashboard.

If you drag the above KPI onto an existing stacked bar chart (instead of directly onto the Canvas), the KPI data will be split into multiple series by default. But this is an option which you can enable or disable from the context menu of the chart control as follows:

  1. Choose Data Information from the context menu of the chart control. A list of KPIs associated with the chart control is displayed.
    Choosing the Data Information option.
  2. Hover over the desired KPI and click the Configure KPI settings button. The Data Settings Configuration Wizard is displayed.
    List of KPIs for this chart.
  3. Go to the Axis splitting settings step of the wizard.
  4. Update the Enable Series Grouping on Dimension check box as desired.
    Enable or disable series grouping.
  5. Click Finish.
  6. Preview your dashboard.

Related topics


Click to return to: Documentation | Defining KPIs

About Dundas | Contact Us Follow us on Twitter! | Privacy Statement | Report Site Issues

Copyright © 2009-2014 Dundas Data Visualization, Inc.